Peter Harbach is a partner at Hooper Law Office and the former president of the Wisconsin Council of Estate Planning Attorneys. He teaches nationally on elder law topics, including Medicaid’s expanded estate recovery laws and Veteran Pension benefit planning. Attorney Harbach is a member of WealthCounsel, ElderCounsel, the National Academy of Elder Law Attorneys (NAELA), the Wisconsin Council of Estate Planning Attorneys, and the Elder Law Section of the State Bar of Wisconsin. He is also accredited by the Department of Veterans Affairs.

Attorney Harbach received the St. Ignatius Academic Scholarship at Marquette University, where he earned his undergraduate degree in criminology and law studies. He then attended Marquette University Law School, focusing his studies on estate planning and family law.

Sarah Kons is a partner at Hooper Law Office, LLC. She grew up in the Fox Valley andreturned after completing her education to build her practice and serve her community through education and comprehensive planning. Attorney Kons focuses on estate planning, elder law, family planning for loved ones with disabilities, and business planning, including entity formation, exit strategies, and succession planning, with a special emphasis on the evolution of the family farm.

After earning her undergraduate degree at the University of Wisconsin Oshkosh, Attorney Kons earned her Juris Doctor from Marquette University Law School. She strongly believes in the benefits of education and teaches at both the local and national levels. Attorney Kons presents to a wide variety of audiences, including the general public, financial advisors, insurance agents, attorneys, and other professionals. She has also written numerous articles and books on estate planning, elder law, special needs planning, and transitioning family-owned businesses.

Attorney Kons is a member of the National Steering Committee on Special Needs through NAELA and a past president of the Wisconsin Council of Estate Planning Attorneys. She is also a member of WealthCounsel, ElderCounsel, the National Academy of Elder Law Attorneys (NAELA), Protected Tomorrows, WINAELA (Wisconsin Chapter), and the Elder Law Section of the State Bar of Wisconsin. Attorney Kons is also accredited with the Department of Veterans Affairs.

8:30 a.m. Boldly go where no estate plan has gone before

• What is a Digital Asset?
• Special Considerations in Planning for Digital Assets
• What Happens to Digital Assets When a Client Dies?
• Planning Methods for Digital Assets - Digital Estate Plan
• Best Practices for Keeping Your Digital Assets Accessible to Your Digital Executor

9:23 a.m. Break

9:28 a.m. Boldly go where no estate plan has gone before (cont.)

10:23 a.m. Break

10:38 a.m. Medicaid: The Final Spenddown

• Introduction to Medicaid and Family Care
• Countable assets and income for both married couples and single individuals, and the detailed application process
• Divestment, the lookback period, and exceptions, as well as the implications of signing over a house
• The meaning of "spending down," common planning methods, and the strategic use of life insurance

11:30 a.m. Break

11:41 a.m. Medicaid: The Final Spenddown (cont.)

12:09 p.m. Lunch

1:09 p.m. Medicaid: The Final Spenddown (continued)

1:30 p.m. XYZ’s of Advanced Long Term Care Planning

• Analysis of the Veteran Improved Pension Program: qualification, annuities, income and asset limitations
• The relationship between long-term care insurance and other planning methods
• The use of trusts in long term care planning
• Common mistakes made by clients before qualifying for assistance programs
• Mistakes made after qualifying for assistance programs that result in a removal of benefits
• Difference in types of long term care insurance policies, policy options and standards, suitability of inflation riders on polices, and the importance of Wisconsin's Partnership Program
• Planning for qualification vs. planning for estate recovery
• Family caregiver agreements, marital agreements, under utilized statutory exceptions for qualifications, and when to use a WISPACT Trust

2:24 p.m. Break

2:39 p.m. XYZ’s of Advanced Long Term Care Planning (continued)

3:46 p.m. Program Concludes

• Build confidence in identifying, organizing, and supporting the management of digital assets in today’s estate plans
• Apply informed Medicaid spend-down strategies, life insurance considerations, and emergency planning approaches to better support individualized client solutions
• Provide more informed, well-rounded support on long-term care planning matters
• Avoid common mistakes made by clients that can result in delays or denials of benefits

• Paralegals
• Estate planning lawyers
• Probate lawyers